Estate plans aren't built in a vacuum — they're often the result of your lawyer and your financial advisor working together to protect assets, minimize taxes, and ensure your wishes are carried out.

A strong estate plan isn’t built in a vacuum — it’s often the result of your estate planning lawyer and your financial advisor working together to protect your assets, minimize taxes, and ensure your wishes are carried out. Your lawyer focuses on the legal side — drafting Wills, Trusts and Powers of Attorney that reflect your goals and comply with state law — while your financial advisor manages your investments, retirement accounts, and insurance to make sure the numbers align with your plan. When they collaborate, they can identify gaps, avoid conflicting strategies, and create a seamless roadmap that safeguards your legacy and provides clarity for your loved ones.

If you have estate planning questions, give us a call at 253.858.5434 to find out how we can be of service.